Here's a Convenient Way to 'Buy the Dip'
Justin Kuepper
|
Let's take a look at how the new active ETF from Kaiju ETF...
US Broad mostly includes funds focussed on US equities and can cover different investing styles (growth/value) and market capitalizations (small/mid/large). Fixed Income includes funds focused on debt securities and can cover different geographies (US/foreign) and security types (corporate/municipal/high-yield/investment-grade/government/structured). Alternatives cover funds focussed on non-traditional investment strategies (currency, hedge fund strategy, derivatives), leveraged/structured products, real estate, and commodities. Dividend funds focus on generating income via equities and not through debt.
U.S. Broad
Small-cap equities were the best performers from U.S. stocks during the past fortnight, as they are more immune to foreign geopolitical shocks than large-cap companies. Growth-oriented and foreign funds were some of the worst performers.
Top Performers
Worst Performers
Dividend
Small-cap and dividend growth-focused funds continued to outperform while global dividend funds suffered.
Top Performers
Worst Performers
Fixed Income
Short-term treasuries and inflation-linked bond funds were outperforming emerging market-focused debt funds.
Top Performers
Worst Performers
Sector
The metals and mining sector, as well as gold, surged over the past fortnight, largely in response to the Russia-Ukraine crisis. Technology stocks were at the other end of the spectrum.
Top Performers
Worst Performers
Foreign
Asian equities have posted gains as they seemed to be a relative safe haven compared with European equities, which have been among the worst performers due to the war that broke out in Ukraine. Emerging market equities, in general, performed poorly last fortnight.
Top Performers
Worst Performers
Alternatives
Gold and silver jumped double digits as investors sought safe havens following Russia’s military invasion of Ukraine. Several funds focused on tactical and long/short strategies performed poorly last fortnight.
Top Performers
Worst Performers
ESG
ESG funds have performed poorly over the past fortnight with none of them registering positive gains.
Worst Performers
The UK’s inflation rose slightly to 5.5%. Federal Reserve minutes showed policymakers’ increased willingness to raise interest rates as inflation in the U.S. has reached the highest level in 40 years.
Fund performance data for the period between February 11, 2022 and February 25, 2022.
We provide this report on a fortnightly basis. To stay up to date with mutual fund market events, come back to our news page here.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a look at how the new active ETF from Kaiju ETF...
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
Justin Kuepper
|
Let's take a look at what's driving the trend and some recent examples...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
US Broad mostly includes funds focussed on US equities and can cover different investing styles (growth/value) and market capitalizations (small/mid/large). Fixed Income includes funds focused on debt securities and can cover different geographies (US/foreign) and security types (corporate/municipal/high-yield/investment-grade/government/structured). Alternatives cover funds focussed on non-traditional investment strategies (currency, hedge fund strategy, derivatives), leveraged/structured products, real estate, and commodities. Dividend funds focus on generating income via equities and not through debt.
U.S. Broad
Small-cap equities were the best performers from U.S. stocks during the past fortnight, as they are more immune to foreign geopolitical shocks than large-cap companies. Growth-oriented and foreign funds were some of the worst performers.
Top Performers
Worst Performers
Dividend
Small-cap and dividend growth-focused funds continued to outperform while global dividend funds suffered.
Top Performers
Worst Performers
Fixed Income
Short-term treasuries and inflation-linked bond funds were outperforming emerging market-focused debt funds.
Top Performers
Worst Performers
Sector
The metals and mining sector, as well as gold, surged over the past fortnight, largely in response to the Russia-Ukraine crisis. Technology stocks were at the other end of the spectrum.
Top Performers
Worst Performers
Foreign
Asian equities have posted gains as they seemed to be a relative safe haven compared with European equities, which have been among the worst performers due to the war that broke out in Ukraine. Emerging market equities, in general, performed poorly last fortnight.
Top Performers
Worst Performers
Alternatives
Gold and silver jumped double digits as investors sought safe havens following Russia’s military invasion of Ukraine. Several funds focused on tactical and long/short strategies performed poorly last fortnight.
Top Performers
Worst Performers
ESG
ESG funds have performed poorly over the past fortnight with none of them registering positive gains.
Worst Performers
The UK’s inflation rose slightly to 5.5%. Federal Reserve minutes showed policymakers’ increased willingness to raise interest rates as inflation in the U.S. has reached the highest level in 40 years.
Fund performance data for the period between February 11, 2022 and February 25, 2022.
We provide this report on a fortnightly basis. To stay up to date with mutual fund market events, come back to our news page here.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a look at how the new active ETF from Kaiju ETF...
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
Justin Kuepper
|
Let's take a look at what's driving the trend and some recent examples...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...